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| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $296,877 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,517 | $35,197+37.8% | $53,898-10.0% | $102,872-52.8% |
| Participation rate | 92.9% | 29.6%+63.4pp | 55.0%+38.0pp | 73.0%+19.9pp |
| Annual return | 16.03% | 17.55%-1.5pp | 528.60%-512.6pp | 19.06%-3.0pp |
| Employer contribution / active EE | $1,490 | $713+109.0% | $932+59.8% | $3,526-57.8% |
| Participant deferral / active EE | $3,961 | $1,333+197.2% | $1,826+116.9% | $5,535-28.4% |
| Admin fee / account holder | $82 | $834-90.1% | $2,491-96.7% | $292-71.8% |